SAM
Simplify Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,813
| Closed | -$437K | – | 81 |
|
|
2021
Q4 | $437K | Buy |
17,813
+7,632
| +75% | +$187K | 0.02% | 36 |
|
|
2021
Q3 | $297K | Buy |
10,181
+3,445
| +51% | +$100K | 0.02% | 22 |
|
|
2021
Q2 | $204K | Buy |
+6,736
| New | +$204K | 0.03% | 14 |
|
|
2021
Q1 | – | Sell |
-2,408
| Closed | -$53K | – | 12 |
|
|
2020
Q4 | $53K | Buy |
+2,408
| New | +$53K | 0.05% | 16 |
|